Ae Wealth Management LLC Purchases in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NWL
Newell Brands Inc.

Consumer Defensive
126K
+ 65.76%
$6.2 - $10.66 $781K - $1.34M
317K $1.97M
BKR
Baker Hughes CO

Energy
883
+ 12.38%
$41.16 - $48.85 $36.3K - $43.1K
8.02K $352K
FCX
Freeport Mcmoran Inc

Basic Materials
1.66K
+ 9.26%
$34.5 - $43.01 $57.3K - $71.4K
19.6K $741K
PAA
Plains All American Pipeline LP

Energy
1.33K
+ 12.06%
$17.32 - $20.96 $23K - $27.9K
12.4K $247K
MNA
Iq Merger Arbitrage ETF

ETFs
1.75K
New
$33.08 - $34.35 $57.8K - $60K
1.75K $59K
CARR
Carrier Global Corp

Industrials
1.47K
+ 20.15%
$62.07 - $70.55 $91.2K - $104K
8.76K $555K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
691
+ 1.66%
$47.27 - $50.52 $32.7K - $34.9K
42.2K $2.06M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
360
+ 750.0%
$152.57 - $163.66 $54.9K - $58.9K
408 $63K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.74K
+ 1376.98%
$31.56 - $36.78 $54.8K - $63.8K
1.86K $60K
APD
Air Products & Chemicals, Inc.

Basic Materials
162
+ 10.63%
$283.24 - $338.07 $45.9K - $54.8K
1.69K $497K
EVRG
Evergy, Inc.

Utilities
129
+ 2.13%
$59.9 - $69.52 $7.73K - $8.97K
6.19K $427K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
567
+ 118.37%
$85.24 - $94.86 $48.3K - $53.8K
1.05K $95K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
920
+ 13.03%
$192.82 - $222.1 $177K - $204K
7.98K $1.54M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 162.24%
$37.33 - $45.03 $55.2K - $66.6K
2.39K $91K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.63K
+ 19.06%
$22.83 - $23.75 $60K - $62.4K
16.4K $378K
BHP
Bhp Group LTD

Basic Materials
1.11K
+ 14.95%
$48.18 - $52.11 $53.6K - $58K
8.56K $415K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 32.67%
$39.4 - $42.61 $48.8K - $52.8K
5.03K $203K
KCE
Spdr S&P Capital Markets ETF

ETFs
399
+ 229.31%
$122.39 - $146.44 $48.8K - $58.4K
573 $72K
VIS
Vanguard Industrial ETF

ETFs
214
+ 36.71%
$243.63 - $273.99 $52.1K - $58.6K
797 $197K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
605
+ 0.59%
$50.87 - $51.09 $30.8K - $30.9K
103K $5.26M
FTGC
First Trust Global Tactical CO

ETFs
986
+ 6.63%
$23.95 - $25.86 $23.6K - $25.5K
15.9K $404K
TGNA
Tegna Inc

Communication Services
3.42K
+ 1.55%
$16.63 - $18.95 $56.8K - $64.7K
224K $4.07M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
826
+ 0.5%
$19.43 - $19.9 $16K - $16.4K
165K $3.25M
CBRE
Cbre Group, Inc.

Real Estate
418
+ 2.64%
$121.79 - $147.13 $50.9K - $61.5K
16.3K $2.13M
CBSH
Commerce Bancshares Inc

Financial Services
730
+ 13.32%
$58.85 - $68.59 $43K - $50.1K
6.21K $386K
ILF
Ishares Latin America 40 ETF

ETFs
1.82K
+ 277.56%
$20.87 - $24.43 $37.9K - $44.4K
2.47K $58K
USRT
Ishares Core U.S. Reit ETF

ETFs
646
+ 2.42%
$55.14 - $60.29 $35.6K - $38.9K
27.4K $1.58M
QWLD
Spdr Index Shs Fds

ETFs
355
New
$122.65 - $131.03 $43.5K - $46.5K
355 $45K
RIO
Rio Tinto PLC

Basic Materials
556
+ 6.29%
$58.19 - $64.29 $32.4K - $35.7K
9.39K $564K
BA
Boeing CO

Industrials
634
+ 6.18%
$148.15 - $186.25 $93.9K - $118K
10.9K $1.86M
PNW
Pinnacle West Capital Corp

Utilities
137
+ 4.91%
$81.76 - $95.25 $11.2K - $13K
2.93K $278K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
775
+ 13.99%
$45.92 - $47.58 $35.6K - $36.9K
6.31K $299K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
2.47K
+ 2.29%
$27.17 - $27.86 $67.2K - $68.9K
111K $3.02M
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
259
+ 1.58%
$31.61 - $34.2 $8.19K - $8.86K
16.6K $564K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.03K
+ 243.03%
$36.6 - $39.56 $37.6K - $40.7K
1.45K $56K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.16K
+ 16.83%
$35.26 - $36.57 $40.9K - $42.4K
8.05K $286K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
897
+ 8.75%
$49.25 - $50.66 $44.2K - $45.4K
11.1K $553K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.27K
+ 3.74%
$50.21 - $51.23 $63.8K - $65.1K
35.3K $1.78M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
676
+ 14.97%
$50.82 - $52.7 $34.4K - $35.6K
5.19K $272K
EUFN
Ishares Msci Europe Financials

ETFs
138
+ 2.03%
$23.03 - $29.47 $3.18K - $4.07K
6.95K $197K
XT
Ishares Tr Exponential Technol

ETFs
1.23K
+ 8.22%
$57.56 - $64.0 $70.9K - $78.8K
16.2K $933K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
881
+ 3.79%
$30.59 - $33.02 $26.9K - $29.1K
24.1K $765K
PTF
Invesco Exchange Traded Fd Tr

ETFs
671
New
$56.97 - $77.14 $38.2K - $51.8K
671 $39K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
514
+ 305.95%
$72.01 - $79.94 $37K - $41.1K
682 $50K
JMBS
Janus Detroit Str Tr Henderson

ETFs
771
+ 25.25%
$43.53 - $45.42 $33.6K - $35K
3.82K $172K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.16K
+ 8.76%
$28.92 - $29.24 $33.6K - $34K
14.4K $421K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
154
+ 11.63%
$217.62 - $242.36 $33.5K - $37.3K
1.48K $333K
KOMP
Spdr S&P Kensho New Economies

ETFs
916
+ 65.9%
$46.49 - $54.36 $42.6K - $49.8K
2.31K $107K
QDPL
Pacer Fds Tr Metaurus Us Large
1.16K
+ 44.34%
$36.5 - $40.04 $42.2K - $46.3K
3.76K $137K
Activity Summary
Buys All Purchases 994 New Holdings 192 Increased Positions 802 Sells All Sells 902 Reductions 902 Sold out 0 Options Calls 0 Puts 0
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